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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $463 | $67,823-99.3% | $52,425-99.1% | $137,256-99.7% |
| Participation rate | 54.5% | 63.9%-9.4pp | 55.6%-1.1pp | 80.0%-25.4pp |
| Annual return | 31.95% | 219.11%-187.2pp | 302.12%-270.2pp | 220.34%-188.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $167 | $2,288-92.7% | $1,790-90.6% | $6,407-97.4% |
| Admin fee / account holder | $27 | $2,844-99.1% | $2,495-98.9% | $12,270-99.8% |